John
Ramirez
Pks Advisory Services, LLC
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About this Advisor
John Ramirez is a financial advisor who works out of Spring, Texas with 12 years of relevant experience. Ramirez works at Pks Advisory Services, LLC. Their career trajectory has included roles at Pks Advisory Services, LLC and Purshe Kaplan Sterling Investments. Ramirez has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Pks Advisory Services, LLC is a financial advisory firm operating out of Albany, NY. The company has offices in 15 locations and a total of 46 people on staff. It controls $725 million in total assets among its 4,410 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 4,410 client accounts, just 2% are held by high-net-worth investors who have greater than $1 million in investable assets. Pks Advisory Services, LLC offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which service is provided. Fee types billed by Pks Advisory Services, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pks Advisory Services, LLC Brokerage Details
$725,246,094
46
4,410
$164,455
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
John Ramirez Work History
John has been registered as a financial advisor for 12 years.*
Pks Advisory Services, LLC
Purshe Kaplan Sterling Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Ramirez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pks Advisory Services, LLC
Santa Monica, CA
Albany, NY
Los Angeles, CA
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Albany, NY
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